See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,422 | $70,669-27.2% | $169,368-69.6% | $75,163-31.6% |
| Participation rate | 34.9% | 64.8%-29.9pp | 77.1%-42.3pp | 67.2%-32.3pp |
| Annual return | 20.70% | 36.36%-15.7pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $298 | $2,211-86.5% | $4,013-92.6% | $2,670-88.8% |
| Participant deferral / active EE | $2,125 | $4,311-50.7% | $6,221-65.8% | $4,125-48.5% |
| Admin fee / account holder | $72 | $5,402-98.7% | $9,003-99.2% | $5,651-98.7% |